OCHIX Mutual Fund
OCHIX Mutual Fund
Oberweis China Opportunities Fund Institutional Class
OCHIX Mutual Fund Overview
OCHIX Mutual Fund (Oberweis China Opportunities Fund Institutional Class) is managed by The Oberweis Funds with $8.1M in net assets. OCHIX expense ratio is 1.55%, holding 51 positions across sectors including Unknown, Communication Services, Financials. Inception date: 2017-05-01.
OCHIX performance shows a YTD return of 37.53%. The 1-year return is 62.05% and the 5-year return is 1.74%. OCHIX dividend yield stands at 0.88%, paid annually.
OCHIX top holdings include Alibaba Group Holding Limited Ordinary Shares (8.2%), Tencent Holdings Ltd Ordinary Shares (8.2%), Zijin Mining Group Co Ltd (3.4%), Taiwan Semiconductor Manufacturing Co. Ltd. (3.1%), China Construction Bank Corp. Class A (3.1%). View all OCHIX holdings, sector breakdown, or dividend history.
OCHIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. OCHIX alternatives are available via the screener, along with tax-loss harvesting opportunities.